Is It Too Late To Consider NextDecade (NEXT) After Recent LNG Project Excitement?

Simply Wall St.03-29

Wondering whether NextDecade at US$8.13 still offers value or if the easy gains are gone? This article breaks down what the current price might be telling you. The stock has moved sharply over shorter...

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The stock has moved sharply over shorter...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nasdaq-next/nextdecade/news/is-it-too-late-to-consider-nextdecade-next-after-recent-lng\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late To Consider NextDecade (NEXT) After Recent LNG Project Excitement?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late To Consider NextDecade (NEXT) After Recent LNG Project Excitement?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-29 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/energy/nasdaq-next/nextdecade/news/is-it-too-late-to-consider-nextdecade-next-after-recent-lng><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wondering whether NextDecade at US$8.13 still offers value or if the easy gains are gone? This article breaks down what the current price might be telling you. The stock has moved sharply over shorter...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nasdaq-next/nextdecade/news/is-it-too-late-to-consider-nextdecade-next-after-recent-lng\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DDM","symbol_name":"2倍做多道指ETF-ProShares","start_time":0,"source_url":"https://simplywall.st/stocks/us/energy/nasdaq-next/nextdecade/news/is-it-too-late-to-consider-nextdecade-next-after-recent-lng","article_id":"2623334246","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551704-choice1-main-header/1585186907289"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/energy/nasdaq-next/nextdecade/news/is-it-too-late-to-consider-nextdecade-next-after-recent-lng","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2623334246","pubTimestamp":1774750413,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Wondering whether NextDecade at US$8.13 still offers value or if the easy gains are gone? This article breaks down what the current price might be telling you.\nThe stock has moved sharply over shorter timeframes, with returns of 10.9% over 7 days, 50.8% over 30 days, 51.1% year to date, 1.0% over 1 year, 63.6% over 3 years and 209.1% over 5 years.\nRecent news has focused on NextDecade's role in the US energy sector and investor interest in companies linked to liquefied natural gas projects...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"DDM":"2倍做多道指ETF-ProShares","BK4144":"石油与天然气的储存和运输","NEXT":"NextDecade Corporation"},"translate_title":"在最近的液化天然气项目兴奋之后，现在考虑NextDecade(NEXT)是否为时已晚？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DDM":1,"NEXT":1.5},"content_text":"Wondering whether NextDecade at US$8.13 still offers value or if the easy gains are gone? This article breaks down what the current price might be telling you. The stock has moved sharply over shorter timeframes, with returns of 10.9% over 7 days, 50.8% over 30 days, 51.1% year to date, 1.0% over 1 year, 63.6% over 3 years and 209.1% over 5 years. Recent news has focused on NextDecade's role in the US energy sector and investor interest in companies linked to liquefied natural gas projects. This context helps explain why the share price has been active and why expectations around future projects are front of mind for many readers. Despite this attention, NextDecade currently scores 0 out of 6 on our valuation checks. The next sections will compare different valuation methods and then finish with a broader way to think about what the market might be pricing in.  NextDecade scores just 0/6 on our valuation checks. See what other red flags we found in the full valuation breakdown. AdvertisementApproach 1: NextDecade Dividend Discount Model (DDM) Analysis The Dividend Discount Model estimates what a share could be worth by taking the current dividend per share, applying an assumed long term growth rate, and discounting those future dividends back into today’s dollars. For NextDecade, the DDM uses a dividend per share of US$0.46, a return on equity of 14.47% and a payout ratio of 6.42%. Combining these inputs produces an expected dividend growth rate of 14.48%, calculated as the product of the retention rate and return on equity. This gives an estimated intrinsic value of about US$2.14 per share. With the stock trading around US$8.13, the DDM output suggests the shares are very expensive relative to the model’s estimate, with an implied overvaluation of about 279.2%. Based on this model alone, investors would be paying a steep premium compared to the dividend stream implied by these assumptions. Result: OVERVALUED Our Dividend Discount Model (DDM) analysis suggests NextDecade may be overvalued by 279.2%. Discover 62 high quality undervalued stocks or create your own screener to find better value opportunities. NEXT Discounted Cash Flow as at Mar 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for NextDecade. Approach 2: NextDecade Price vs Book For companies where book value is a key reference point, the P/B ratio is often a useful way to think about what you are paying for each dollar of net assets. It is especially relevant when earnings are volatile or less informative on their own. In general, higher growth expectations or lower perceived risk can justify a higher P/B multiple, while slower growth or higher risk usually point to a lower, more conservative range. The question is whether NextDecade’s current multiple lines up with what you would normally expect for its profile. NextDecade currently trades on a P/B of 22.59x. That is far above the Oil and Gas industry average of 1.72x and above the peer group average of 1.83x. Simply Wall St’s proprietary “Fair Ratio” is designed to refine this comparison by estimating the P/B multiple that would be reasonable given factors such as earnings growth, profit margins, market cap, risks and its industry. Because it blends these drivers into a single yardstick, the Fair Ratio provides a more tailored anchor than broad industry or peer averages. With the Fair Ratio below the current 22.59x, the model points to the shares trading rich relative to what those fundamentals would typically support. Result: OVERVALUED NasdaqCM:NEXT P/B Ratio as at Mar 2026 P/B ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 20 top founder-led companies. Upgrade Your Decision Making: Choose your NextDecade Narrative Earlier it was mentioned that there is an even better way to understand valuation, so meet Narratives, a simple story you build around the numbers where you link your view on NextDecade’s LNG projects, future revenue, earnings and margins to a clear financial forecast and Fair Value. You then compare that Fair Value with the current share price to decide whether you see the stock as expensive or cheap, and let Simply Wall St’s Community page keep that view updated as new earnings or news arrive. Do you think there's more to the story for NextDecade? Head over to our Community to see what others are saying! NasdaqCM:NEXT 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if NextDecade might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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